About your Search

20130121
20130129
Search Results 0 to 2 of about 3
by superstorm sandy. >> dupont 2013, a cautious year with the slow growth world economy. how worrisome are those comments from the economic bellwether. >> j & j exceeds estimates. the full year forecast a bit below the streets, as investors pay close attention to new ceo alex gorsky. >>> the dow component reporting fourth quarter numbers of 38 cents. that was well below estimates. verizon said the results were impacted by superstorm sandy. we're just getting details now, david, on activations on things like the iphone, 6.2 million, not too shabby. >> the problem was not necessarily activations, carl. the key is simply that margins came in even worse than had been anticipated. this, after the company already guided them down a bit at the consumer electronics show a couple of weeks back. and there, of course, you're talking about operating koose i higher than anticipated. investors may be a little concerned today when you take a look at that chart there. now, listen, to carl's point, they're adding a lot of customers. they're activating a lot of devices. we talk often about the subsidy for the app
, finally rebuilding from fukushima have tremendous radiation period. we haven't started the sandy rebuild yet. the united states, he's talking about inland empire, which had been the single worst hit area in america, bidding wars for houses. he is saying wi is going to be an upyear. analysts downgrade it. this is why i say there's another current of skepticism. largest lumber company, that stock's not stopping here. >> i had to laugh when trim tabs gave their inflow numbers for january. $55 billion into mutual funds and etfs. they said the previous record was february of 2000. their words right before the tech bubble popped. that's the skepticism you were talking about. >> investing in irony is a popular thing. they say, i remember, in 1989, we had just come from 1987, and we got back to these levels. i said, well, that's ridiculous. everyone's going to be -- once they get back to the '87 level, they'll sell. the market doubled. then it doubled again. investing in irony is difficult. what you do is invest in earnings, invest in companies, invest in profits. and the profits are pretty good
by a penny earnings in the fourth quarter. the reason, fewer people taking tests because of superstorm sandy. david, back to you. >> thanks very much, mary thompson. the recent rush for dividend paths has made that space quite attractive. those straying away from the volatility in the market has found a haven in the stocks. should you be setting your money in that group. bob manages over $40 billion in assets. nice to have you here. >> thank you. >> i would imagine one threat to that portfolio is if we are in a significantly rising rate environment. if that is the case, how do you change or position what has been a strongly performing sector in the last year? >> we focus on dividend growth rather than a level of yields. that's where people have gravitated to. focusing on dividend growers, we're still finding value. our portfolio is trading to a discount, which is a benchmark. we feel there's upside potential should the economic recovery continue to gain ground. >> taxes on dividend, not that great, but does it perhaps forestall what had been hopes for willingness of u.s. corporations, say le
Search Results 0 to 2 of about 3

Terms of Use (10 Mar 2001)